Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Innoviva, Inc. | INVA | 2.5K | $57.9K |
 Ziff Davis, Inc. | ZD | 2.49K | $129.77K |
 Union Pacific Corporation | UNP | 2.48K | $676.84K |
 Ciena Corporation | CIEN | 2.42K | $1.16M |
 Bread Financial Holdings, Inc. | BFH | 2.42K | $262.69K |
 DaVita Inc. | DVA | 2.4K | $526.84K |
 ManpowerGroup Inc. | MAN | 2.36K | $84.92K |
 Invitation Homes Inc. | INVH | 2.36K | $72.19K |
 FedEx Freight Holding Company, Inc. | FDXF | 2.35K | $352.07K |
 Centene Corp. | CNC | 2.35K | $151.6K |
 Post Holdings, Inc. | POST | 2.29K | $205.12K |
 American Homes 4 Rent | AMH | 2.28K | $77.56K |
 CleanSpark, Inc. | CLSK | 2.28K | $34.98K |
| LB LIBERTY BROADBAND-C COMP | LBRDK | 2.26K | $77.34K |
 United Parks & Resorts Inc. | PRKS | 2.24K | $104.49K |
 Texas Pacific Land Corporation | TPL | 2.23K | $938.24K |
 Ultra Clean Holdings, Inc. | UCTT | 2.23K | $290.94K |
 Howard Hughes Holdings Inc. | HHH | 2.22K | $159.84K |
 F&G Annuities & Life, Inc. | FG | 2.19K | $59.22K |
 Crown Castle Inc. | CCI | 2.18K | $171.34K |